<aside> ℹ️ If you want to add hyperlinking to the google doc like mentioned in the video, you’ll have to Create Google Doc instead of using the template action in Zapier. From there, you’ll have to create the document using HTML formatting. A template of HTML provided below for you to start with:

</aside>

<b> Background Research: {{230909448__lead_name}} • ({{230909448__company_name}}) </b>
<br>
<br>
<br>
<b>{{230909448__lead_name}} </b> (<a href="{{230909448__li_profile_url}}">LinkedIn Profile URL</a>)
<ul>
<li><b>Title: </b>{{230909448__job_title}}</li>
<li><b>Company: </b>{{230909448__company_name}}</li>
<li><b>Location: </b>{{230909448__company_name}}</li>
<li><b>Relevant Salesforce Experience: </b>{{230909448__relevant_experience}}</li>
<li><b>Current Experience: </b>{{230909448__job_title}} - ({{230909448__start0}} to Present)</li>
</ul>
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<b>IN THEIR OWN WORDS (LinkedIn Bio) </b>
<i>{{230909448__liBio}}</i>
<br>
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<b>RELEVANT RESEARCH </b>
<ul>
<li><b><i><a href="{{230909448__article1_url}}">{{230909448__article1_title}}</a></b></i></li>
<ul>
<li>{{230909448__article1_summary}}</li>
</ul>
<li><b><i><a href="{{230909448__article2_url}}">{{230909448__article2_title}}</a></b></i></li>
<ul>
<li>{{230909448__article2_summary}}</li>
</ul>
<li><b><i><a href="{{230909448__article3_url}}">{{230909448__article3_title}}</a></b></i></li>
<ul>
<li>{{230909448__article3_summary}}</li>
</ul>
</ul>
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<b> OTHER USEFUL  RESEARCH </b>
<ul>
<li> <a href="{{230909448__li_post_1}}"> Recent LinkedIn Activity </a></li>
</ul>
<br>
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<b> FINANCIALS AND FIRMOGRAPHICS </b> <a href="{{230909448__crunchbaseProfile}}">(Crunchbase Profile)</a>
<ul>
<li><b>Website: </b><i>{{230909448__companyDomain}}</i></li>
<li><b>Headcount: </b><i>{{230909448__headcount}}</i></li>
<li><b>Industry: </b><i>{{230909448__industry}}</i></li>
</ul>
<br>
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<i>{{230909448__companyDescription}}</i>